US Foods
USFD
291 hedge funds and large institutions have $7.16B invested in US Foods in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 32 closing their positions.
1,789% more call options, than puts
Call options by funds: $42.6M | Put options by funds: $2.26M
106% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 32
51% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 80
11% more funds holding
Funds holding: 262 → 291 (+29)
5.82% more ownership
Funds ownership: 95.58% → 101.4% (+5.8%)
4% more capital invested
Capital invested by funds: $6.86B → $7.16B (+$307M)
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$228M |
| 2 |
CGI
CI Global Investments
Oakland,
California
|
+$137M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$92M |
| 4 |
HCM
Hoplite Capital Management
New York
|
+$85M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$59.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$143M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$113M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$105M |
| 4 |
GL
Governors Lane
New York
|
-$74.8M |
| 5 |
Millennium Management
New York
|
-$74.6M |
USFD Hedge Fund Activity: Q1 2018 in Review
291 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q1 2018, worth a combined $7.16B — up 4.5% from $6.86B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new USFD positions and 32 closed out — a net gain of 34 holders — while 121 added to existing stakes and 80 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $228M. The largest seller was Fidelity Investments, cutting an estimated $143M.
- 291 institutional investors held US Foods (USFD) as of Q1 2018, up from 262 in Q4 2017.
- Funds reported $7.16B of US Foods stock for Q1 2018, up 4.5% quarter-over-quarter.
- 66 funds opened new US Foods positions in Q1 2018 and 32 closed out, a net change of +34 holders.
- The largest US Foods buyer in Q1 2018 was Wellington Management Group, an estimated $228M added.
- The largest US Foods seller in Q1 2018 was Fidelity Investments, an estimated $143M sold.
Based on aggregated 13F filings for Q1 2018.